How to set a default value on a field in Case Manager

Determine what field to set the default on and what the default value should be. 

For this example we will set the the default value of Marital Statuses to Single when adding a Consumer.

  1. Go to Admin/Intuition/Administration/Marital Status.
  2. Click the Name Single, not the pencil.
  3. Copy the number from the end of the text in the in the browser address bar.
  4. Go to Admin/Intuition/Simplicity/Entities.
  5. Search for Consumer in the label field and press the pencil for Consumer.
  6. Find Marital Status Id in the Attributes table and click the pencil.
  7. Paste the number into the Default Value field.
  8. Save changes.
Scroll to Top
Skip to content